Phil Telpner

Gen X Wealth Academy with Phil Telpner

Business EN ↓ 54 episodes

Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generatio...

Be sure to visit the podcast's website and support the creator: philtelpner.libsyn.com

Author

Phil Telpner

Episodes

Ep 3: Income Planning 01.04.2021 16:56

There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Phil talks us through how he builds income plans for...

Ep 2: Getting To Know Phil On A Personal Level 25.03.2021 11:54

On our last episode, Phil talked about his business and why he started it. This episode, we look to get to know Phil on a more personal level. He describes his family, what his weekends look like, and why he loves living in the Chicago area. Book A Call With Phil : https://bit.ly/31iOtBO Phone : (224) 616-2016 Email : PT@BreakoutPrivateWealth.com

Ep 1: Getting To Know Phil's Business, Breakout Private Wealth 24.03.2021 12:30

Welcome to the first episode of the Breakout Wealth Podcast! To start things off, we wanted to introduce Phil Telpner and his business. Phil was part of a large financial firm for many years before he decided to branch off and start his own practice. He discusses what drove this decision, why he initially got into the financial services industry, and much more. Book A Call With Phil : https://bit....

Coming Soon: Breakout Private Wealth Podcast Preview 16.03.2021 1:04

Coming soon: It's a new podcast helping you plan for your financial future and retirement. It's the Breakout Wealth Podcast with Phil Telpner of Breakout Private Wealth, serving the Chicago area. Join Phil each week as he brings you common sense planning guidance and facilitates helpful conversations about money, life and retirement. You'll learn all that you need to know about 401(k)s, IRAs, inco...